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Financial Planning / Tax Strategies


Subject:  Re: Current 401k funds to IRA possible? Date:  3/26/2012  1:22 PM
Author:  aj485 Number:  115640 of 127519

But, is there ANY options available to someone like me to be able to do this?

Assuming that you want to keep your current job, it depends on whether your plan allows 'in-service rollovers'. Very few plans do, unless you are over 59 1/2.

Your other option is to quit your job, making your current 401(k) a 'former employer 401(k)'.

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